Licensed Financial Services Representative - Canandaigua Branch

Hours:

40

Schedule:

Monday - Saturday with one day off during the week for working a Saturday.  Must be flexible to meet current and future business needs. 

Monday 8:00 a.m. - 5:30 p.m., Tuesday 8:30 a.m. - 4:30 p.m., Wednesday 8:30a.m. - 4:30 p.m., Thursday 8:30 a.m. - 5:30 p.m., Friday 8:15 a.m. - 6:30 p.m., Saturday 8:30 a.m. - 2:00p.m.

Pay:

$31.11 per hr.

Belong to something bigger

At ESL, we have a greater purpose and so do you. It’s more than a job, it’s your unique journey.

Your Journey Begins Here

ESL is seeking for a Financial Service Representative at our Canandaigua office which supports the financial needs of this growing community. The position has a dual role, one as an already licensed representative holding FINRA Securities Industry Essentials, FINRA Series 6, FINRA Series 63 and NY State Insurance License, to provide guidance and financial planning advice with investment and insurance solutions, and the other role as a relationship banker supporting all 3 lines of business (Retail, Business and Wealth) creating financial wellness to our community.

The Canandaigua office has been identified as one of ESL’s leading markets for wealth opportunities. In this role you will work closely with ESL’s wealth management team to share best practices and foster career growth. 

ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.

What You Bring With You:

Qualifications:

• Bachelor’s Degree or 4 years of directly related experience.


• In lieu of degree, directly related experience should include: 4 years of successful progressive sales experience in the services or comparable industry. Will consider a combination of education and experience. 


• FINRA Securities Industry Essentials Exam required (may have been grandfathered in)


• FINRA Series 6 or Series 6 top off license is required.


• FINRA Series 63 license required (Series 66 will meet this requirement)


• NY State Insurance License is preferred. If not licensed, achieve license within six months of hire.


• High proficiency in building customer and peer relationships


• Strong analytical, critical thinking, problem solving and decision making abilities


• Excellent written and verbal communication skills


• Effective time management skills


• Proficient in the use of Microsoft Office applications


• Demonstrates a high degree of flexibility in support of customer needs


• Prior experience in or knowledge of the financial services industry which may include the understanding of product offerings and solutions, market terminology and ability to explain options to prospects and clients


• Previous experience with processes and paperwork to ensure efficiencies within the financial services industry


• Ability to build rapport with diverse member base within the community


• Demonstrates alignment with ESL’s Core Values, mission, vision, and Purpose to help our community thrive and prosper.

We’re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.

225 Chestnut Street * Rochester, New York 14604 * 585.339.4475 * 800.814.5884

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor.  Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:

The investment products sold through LPL Financial are not insured ESL Federal Credit Union deposits and are not NCUA insured. These products are not obligations of or guaranteed by ESL Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

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